See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,347 | $167,484+9.5% | $151,611+20.9% | $134,475+36.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -14.63% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $884 | $6,829-87.1% | $6,166-85.7% | $4,740-81.4% |
| Participant deferral / active EE | $14,844 | $8,986+65.2% | $8,363+77.5% | $6,400+131.9% |
| Admin fee / account holder | $365 | $13,783-97.3% | $11,616-96.9% | $11,426-96.8% |